JRM Investment Counsel’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,784
Closed -$209K 32
2018
Q3
$209K Buy
5,784
+24
+0.4% +$867 0.14% 33
2018
Q2
$201K Sell
5,760
-7,803
-58% -$272K 0.16% 34
2018
Q1
$450K Buy
13,563
+7,096
+110% +$235K 0.36% 30
2017
Q4
$216K Buy
+6,467
New +$216K 0.17% 34